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portrait of Matthew L Shiney
FINANCIAL ADVISOR

Matthew L Shiney

CFP®, ChFC®, RICP®
1165 G Street Suite E, Arcata, CA 95521opens in a new window
Accepting New Clients
Serving clients with $250,000
CallSend Me a Message

About Matthew

My name is Matthew Shiney, a financial advisor who has earned the CFP®, ChFC® and RICP® certifications. I work with my clients by prioritizing, formalizing and organizing their financial goals. We do this through growing, protecting and distributing their wealth. We want to help our clients understand their sense of purpose and execute on their financial strategies as a means to reach that end.

I am passionate about providing my clients with a sense of clarity and insight into their current situation and a road map to help them achieve their dreams. In particular, I focus on supporting people who are...

Focus Areas

  • Retirement Income Strategies
  • Divorce Finances
  • Estate & Legacy Strategies
  • Retirement Savings Strategies
  • Public Service Professionals
  • Sustainable investing

Work History

  • Edward JonesFebruary 2019 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • ChFC®

    Chartered Financial Consultant®

  • RICP®

    Retirement Income Certified Professional®

Education

  • Westmont CollegeBachelor of Arts

Personal Interests

  • Scuba Diving
  • Reading
  • Sports Enthusiast
  • Track & Field
  • History and Museums

Team Members

  • Zara Baker
    Sr. Branch Office Administrator
  • Chet Chadbourne
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 05:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(707) 825-6511

Fax

(866) 360-7859

Office Address

1165 G Street Suite E
Arcata, CA 95521opens in a new window

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